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Searching Content indexed under Retirement, Superannuation & Pensions by McDermott Will & Emery ordered by Published Date Descending.
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1
Severance And Deferred Compensation Considerations For Tax-Exempt Colleges And Universities
In-house counsel and human resources professionals at tax-exempt colleges and universities often face a variety of challenges when structuring, and determining obligations due under
United States
23 Aug 2019
2
Federal Court Dismisses Challenge To ESOP Transaction
In Lee v. Argent Trust Co., the court dismissed ERISA claims challenging an ESOP stock transaction because the plaintiff, who "fundamentally misunderstands the nature of the" ESOP transaction, did not allege that she suffered any injury.
United States
15 Aug 2019
3
Kruse-Western Wins Partial Dismissal In ERISA Lawsuit Over $244 Million Stock Sale
The federal court affirmed ERISA's limitations on the types of claims and remedies available under ERISA.
United States
8 Aug 2019
4
On Top Of ESOP Developments: Insights From The 42nd ESOP National Conference
The 2019 ESOP National Conference, an annual gathering for employee owners from all levels, association volunteer leaders and expert professionals
United States
6 Aug 2019
5
Big ERISA Decisions On The Horizon—SCOTUS To Review Third ERISA Case This Term
The US Supreme Court recently agreed to review the Eighth Circuit's decision in Thole v. US Bank, in which the Eighth Circuit held that participants in an overfunded defined benefit pension plan
United States
30 Jul 2019
6
Hardship Distribution Changes: What's Next?
In 2018, the Treasury Department and the IRS issued new hardship distribution rules applicable to defined contribution plans, and many plans have begun administering these new rules.
United States
24 Jul 2019
7
4 Ways To Manage Retirement Plan Data In New Era Of Cybersecurity
IBM estimated last year that data breaches cost companies $148 per stolen record. Given that, not surprisingly, many employers have grown increasingly
United States
17 Jul 2019
8
It Could Happen To You: Tips For Acing A Benefit Plan Audit
Investment Issues, Health and Welfare Plans, Retirement Plans Over the past several years, the IRS and DOL have significantly increased the number of benefit plans audits conducted each year.
United States
16 Jul 2019
9
Supreme Court Agrees To Hear Sulyma v. Intel Statute-Of-Limitations Decision
The US Supreme Court recently agreed to hear Sulyma v. Intel Corp. Investment Policy Committee.
United States
1 Jul 2019
10
Hot Off The Presses: Latest 401(k) Trends & Developments
Diane M. Morgenthaler and Jeffrey M. Holdvogt recently presented the webinar "Student Loan Benefits and Other 401(k) Developments" at the Worldwide Employee Benefits Network
United States
26 Jun 2019
11
Bipartisan Bill Paves The Way For Significant Retirement Plan Reforms
The House recently passed the most significant piece of proposed retirement plan legislation in more than a decade: the SECURE Act. Although the Senate must also approve the bill before it becomes law
United States
19 Jun 2019
12
IRS Expands Self-Correction Program, Provides Welcome Relief For Plan Sponsors
The IRS recently released an updated version of EPCRS, the IRS's program for correcting errors that occur under tax-qualified retirement plans. The latest version of EPCRS makes it easier for plan
United States
6 Jun 2019
13
Former Employee's Release Agreement Bars ERISA Claim Against ESOP Fiduciary
A recent summary-judgment decision explains how individual releases can bar the individual from pursuing ERISA fiduciary-breach claims on behalf of the plan.
United States
5 Jun 2019
14
IRS Opens The Door To Lump Sum Payment Windows For Retirees In Pay Status
Due to an Internal Revenue Service (IRS) change in course published in Notice 2019-18, plan sponsors may now offer retirees lump-sum windows as another pension "de-risking" option.
United States
16 May 2019
15
ESOPs: What Not To Do (And If You Did, How To Correct It)
In a presentation for the National Center for Employee Ownership (NCEO) Conference, Emily Rickard presented on ESOP plan design, operation and administration.
United States
2 May 2019
16
ERISA Plan Controversy | Rising Stakes For Those Unprepared
In a presentation at McDermott's Employment and Employee Benefits Forum, Ted Becker and Chris Scheithauer explored the various ways that disgruntled employees file lawsuits with plaintiffs'' lawyers.
United States
23 Apr 2019
17
ERISA Health Plan Fiduciaries Defeat DOL's Excessive Fee Claims
In one of the first ERISA cases to address claims against fiduciaries for excessive health plan fees, the court entered judgment in favor of the defendants on all counts.
United States
5 Apr 2019
18
ERISA Plan Documents Must State Procedures For Authorizing A Representative Under A Plan
In an Information Letter dated February 27, 2019, the Department of Labor (DOL) clarified that an ERISA plan must include any procedures for designating authorized representatives in the plan's claims
United States
29 Mar 2019
19
Still No Right To Jury Trial – MIT 401(k) Plan Participants Not Entitled To Jury Trial Of ERISA Breach Of Fiduciary Duty Claims
The District of Massachusetts court struck the plaintiffs' jury-trial demand in their ERISA complaint for damages and equitable relief against 401(k) plan fiduciaries.
United States
21 Mar 2019
20
Piling On: Corporations Support the New York Times in Multiemployer Pension Calculation Dispute
Several large employers are disputing how much money the New York Times owes a union multiemployer pension fund.
United States
26 Feb 2019
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